Advisory for Investors

Investments in securities markets are subject to market risks. Read all related documents carefully before investing.

Past performance of any security, index or strategy does not guarantee future returns.

Do not base your investment decisions solely on social media posts, unverified tips or rumours.

Trading in derivatives and using leverage carries a high level of risk and may not be suitable for all investors.

You may lose more than your initial investment in leveraged positions. Understand product features, margins and risks before trading.

Always monitor open positions and maintain adequate margins to avoid square‑offs or penalties.

Keep your contact details and nominee information updated with EZ Wealth for timely communication.

Regularly review circulars and advisories issued by SEBI, stock exchanges and depositories.

For more information on investor education, please visit SEBI and exchange websites.

Beware of fixed / guaranteed / regular returns or capital protection schemes. Brokers or their authorised persons or any of their associates are not authorised to offer such schemes or to enter into loan agreements to pay interest on funds offered by you.

Do not keep funds idle with the stock broker. Your broker has to return the credit balance lying with them within three working days if you have not done any transaction within the last 30 calendar days.

Check the frequency of accounts settlement opted for. If you have opted for a running account, ensure that your broker settles your account not later than once in 90 days (or 30 days if you have opted for 30‑day settlement).

Brokers are not permitted to accept transfer of securities as margin. Securities offered as margin / collateral must remain in the client's demat account and can be pledged to the broker only by way of margin pledge created in the depository system.

Always keep your contact details (mobile number and email ID) updated with the stock broker. These are mandatory and must be registered in exchange and depository records.

Do not ignore any emails / SMSs received from the exchanges for trades done by you. Verify them with your contract notes and statement of accounts, and report any discrepancy to your broker in writing immediately.

Check messages sent by exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare them with the weekly statement of account sent by your broker.

Do not transfer funds for trading to anyone other than a SEBI registered stock broker — this includes authorised persons or associates of the broker. Always transfer funds only to the designated bank accounts of the SEBI registered broker.